Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,717 | $157,276-95.7% | $141,177-95.2% | $152,885-95.6% |
| Participation rate | 82.4% | 84.8%-2.5pp | 82.5%-0.1pp | 82.5%-0.1pp |
| Annual return | 16.45% | 64.33%-47.9pp | 71.40%-55.0pp | 345.39%-328.9pp |
| Employer contribution / active EE | $1,892 | $5,262-64.0% | $4,736-60.0% | $4,763-60.3% |
| Participant deferral / active EE | $321 | $7,110-95.5% | $6,710-95.2% | $5,851-94.5% |
| Admin fee / account holder | $599 | $12,123-95.1% | $10,263-94.2% | $11,598-94.8% |